HSBC Global Viewpoint
621 episodes — Page 1 of 13
Perspectives: The rewiring of global trade
Perspectives: Unpacking the global coffee market with DRWakefield
Perspectives: Beyond the dollar
The Macro Brief – Containers and crude
Perspectives: The age of abundance
The Macro Brief – What will a Warsh Fed look like?
Under the Banyan Tree - How is China using agentic AI?
Perspectives: Inside the Fed
Perspectives: Energy shocks and security
Under the Banyan Tree – Behind one of the biggest rallies we've ever seen
The Macro Brief – Fuel, food and fertilisers
The Macro Brief – Talking points from the HSBC Global Investment Summit
Under the Banyan Tree – From the gas station to the stock exchange
Under the Banyan Tree – Get ready for a LOT of driverless cars in China
The Macro Brief – Tracking economic disruption
The Macro Brief – The dollar bounces back
Paul Mackel, Global Head of FX Research, looks at how the currency markets have reacted to geopolitical tensions.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/WsVqFksStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – Asia's financial systems: The Middle East stress test
With record outflows from Asian stock markets and currencies feeling the pinch, Fred and Herald discuss how the region is relatively well positioned to ride out the volatility caused by the Middle East conflict.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/dhmHSSRStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – Shock to the system
Janet Henry, Global Chief Economist, looks at what the unprecedented energy shock means for the economic outlook.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qQcrkHBStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – Energy crisis: a green light for renewables?
As the global energy crisis intensifies, Fred and Herald welcome Nneka Chike-Obi to the podcast to discuss whether the situation could breathe new life into renewables in Asia.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/fnh6gsrStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – Testing emerging market resilience
Murat Ulgen and Ali Cakiroglu look at whether geopolitical developments have dampened investor sentiment towards emerging market assets.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/HDtKZRkStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – South Asia Spotlight: Sri Lanka and Bangladesh
Economists Ines Lam and Aayushi Chaudhary join Fred for a broad discussion on two fast-growing Asian economies that don't get talked about enough.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/QM7HBW9Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
Treasury Beyond Borders - When markets move: How treasurers stay ahead
In this episode, Rahul Badhwar, Global Head of Corporate Sales, Markets and Securities Services, HSBC, joins Eleanor Hill, Editor at TMI, to explore practical strategies for risk management, stress-testing risk frameworks, and leveraging AI for thorough, reliable forecasting. Tune in to hear how treasurers can build resilience, protect margins, and navigate uncertainty in today’s fast-moving markets.Disclaimers:This podcast is based on insights gathered from a survey conducted prior to the onset of conflict in Iran. Please be aware that certain market conditions discussed may have since changed.This podcast is intended as marketing material based on survey findings and should not be considered financial advice.Views of external guest speakers do not represent those of HSBC.
The Macro Brief – LatAm's moment?
Joseph Incalcaterra, Daniel Lavarda and Jose Carlos Sanchez from our LatAm team look at what’s behind the pick-up in investor interest in the region.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7FrWTv2Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – The unintended consequences of conflict
As the world's eyes remain on the Middle East, Fred and Herald discuss the second round economic effects of events and how they reverberate in Asia.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/b6LJQSVStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – The Middle East: energy and shipping
Kim Fustier and Parash Jain look at what the Middle East conflict means for oil and gas prices, transport and logistics.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/S2t9LFwStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – What Middle Eastern oil means for Asia
With events in the Gulf reverberating globally, Herald and Fred discuss Asia's reliance on oil from the Middle East and what price changes could mean for various parts of the economy.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7twPV9jStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – What do Europe and the weather have in common?
Liz Martins, Senior UK Economist, looks at whether a pick-up in the latest data marks a turning point for Europe’s economies.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/hHnMpXxStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – How to read a record-breaking CNY
Back from the Chinese New Year break, Fred welcomes Chief China Economist Jing Liu and Head of A-share Consumer Research Kathy Song to the podcast to talk holiday spending in Asia's top economy.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/20/wT2k7f6 Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – The USD's struggle
Paul Mackel, Global Head of FX Research, looks at what’s causing USD weakness and which currencies could stand to benefit.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/rdpJ66bStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – China's silver spenders
Herald and Fred dive into the world of Chinese demographics, discussing the effects of an aging population on spending trends and the wider economy.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/ztJvBkxStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
Perspectives: Navigating sustainable infrastructure transition with Grupo Mexico
Irma Potes, Director of Community Outreach, Grupo Mexico, Paulina Serrano, Deputy Director of Sustainability, Grupo Mexico, joins Natalie Blyth, Global Head of Sustainable Finance & Transition, HSBC and Jose Carlos Sanchez, Mexico Chief Economist, HSBC Global Investment Research, to discuss Grupo Mexico's innovative approach to sustainability transition as well as their impact on communities and the environment.This episode was recorded on 16 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.
The Macro Brief – Can AI replace software?
Stephen Bersey, Head of US Technology Research, looks at whether fears that artificial intelligence could upend the business modes of software vendors are justified.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/bHdRBbGStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – Can Vietnam hit its own high targets?
Fred welcomes Senior ASEAN Economist Yun Liu to the podcast to talk Vietnam's lofty economic goals and whether a growth target of at least 10% year-on-year is achievable.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/kGTvZk9Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – From Frankfurt to Threadneedle Street
The economics team takes over the studio this week, with Chris Hare, Liz Martins and Fabio Balboni discussing the latest Bank of England and ECB meetings.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/qtZPtrS Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – Japan heads to the polls
As Japan gears up for a general election, Fred and Herald discuss what the outcome could mean for Asia's second-largest economy, and why the world is taking notice.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/t9TcRsmStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – The Fed in focus
Ryan Wang, US Economist, and Dhiraj Narula, US Rates Strategist, look at the key issues facing the Federal Reserve this year.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/JlBXX6F Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – Anatomy of an Asian retail investor
Herald welcomes fellow Asia Equity Strategist Prerna Garg to the studio to discuss the role of retail investors in the region, how they're reshaping the investment landscape and where they're choosing to put their money.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/C9DGRGr Stay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
Perspectives: Driving sustainability through social impact at Alpura
Paola Correa, Sustainability and Social Responsibility Manager, Alpura, joins Diego Spannaus, Head of Sustainable Finance and Transition, Latin America, HSBC, to explore Alpura's sustainability journey and discover how the company is driving a sustainable future in Mexico's dairy industry. The conversation highlights innovative strategies in reducing emissions, promoting gender equality, and driving social responsibility.This episode was recorded on 16 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.
The Macro Brief – The case for emerging markets
Following a standout 2025, Ali Cakiroglu, Emerging Markets Strategist, looks at the drivers for EM assets in 2026.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/KbNBtFlStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – Commodities: Behind the headlines
With geopolitics, the energy transition and changing investor preferences all affecting the price of commodities right now, Fred welcomes Paul Bloxham, Chief Economist for Global Commodities to the podcast.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/srWTwj9Stay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – Global tech trends
From the latest innovations to the investment strategies of big tech giants, Nicolas Cote-Colisson, Head of Global Tech Platforms Research, outlines what to watch out for in the tech sector this year.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/CzkHXhSStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – China: what to watch in 2026
Fred and Herald are joined by Chief China Economist Jing Liu to discuss the major talking points for Chinese markets and economics in the Year of the Horse.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/xvClCkSStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
The Macro Brief – The global economy in 2026
From inflation and monetary policy to trade and AI, Janet Henry, Global Chief Economist, looks at the factors set to shape the world economy this year.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/tL9dgcPStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – Reading the tea leaves in 2026
Fred and Herald kick off 2026 with a round-up of what we think could be the highlights for Asian markets and economics in 2026.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/7XdVKcJStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
Perspectives: Mapping the future of Asia's ETF market
Ding Chen, CEO, CSOP Asset Management, joins Oliver Kadhim, Head of the Institutional Client Group, Asia, HSBC, on our latest podcast episode to delve into what’s driving the momentum in Asia’s ETF market and the risks associated with this change.This episode was recorded on 14 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.
Perspectives: Decarbonising in action with Heineken Mexico
Inti Pérez, Director of Corporate Social Responsibility and Sustainability, Heineken Mexico, joins Natalie Blyth, Global Head of Sustainable Finance & Transition, HSBC, and Jose Carlos Sanchez, Mexico Chief Economist, HSBC Global Investment Research to provide an in-depth look at Heineken’s sustainability journey. The discussion highlights the pivotal role collaboration plays in helping companies achieve their decarbonisation goals.This episode was recorded on 16 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.
The Macro Brief – Digital assets in 2026
Daragh Maher, Head of Digital Assets Research, assesses the latest developments in the digital assets space and outlines what we should be looking out for in 2026.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/9Qd66kmStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.
Under the Banyan Tree – 2025: Expectation vs reality
In our final episode of the year, Herald and Fred reflect on what surprised them most across Asian markets and economics in 2025.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast: https://www.research.hsbc.com/R/101/H7jvjLSStay connected and access free to view reports and videos from HSBC Global Investment Research, just search for #HSBCResearch on LinkedIn or click here: https://www.gbm.hsbc.com/insights/global-research.
Perspectives: An ASEAN agritech's growth journey
Boon Keat (BK) Chua, CEO of Glife Technologies, joins Jonathan Yip, Asia Head of HSBC Innovation Banking, and Neil Falconer, Head of HSBC Innovation Banking in Singapore. They discuss BK’s transition from the military to the commercial sector, leading to his role at Glife Technologies, a Singapore-founded agritech firm committed to improving the food supply chain's efficiency and transparency, by connecting farmers with F&B operators. BK discusses the challenges faced during the COVID-19 pandemic and growth opportunities for ASEAN startups, emphasising a proactive approach to regional growth and the advantages of Singapore’s startup ecosystem.This episode was recorded during the launch-week of HSBC Innovation Banking in Singapore on 28 October 2025.Disclaimer: Views of external guest speakers do not represent those of HSBC.
The Macro Brief – The US in 2026
Our US team identifies key issues to watch in 2026 – from what the Federal Reserve will do next, to whether the AI bubble will burst, to US fiscal friction.Click here for appropriate Disclosures, including analyst certifications, and Disclaimers that must be viewed with this podcast:https://www.research.hsbc.com/R/101/mVlwHgWStay connected and access free to view reports and videos from HSBC Global Investment Research follow us on LinkedIn https://www.linkedin.com/feed/hashtag/hsbcresearch/ or click here: https://www.gbm.hsbc.com/insights/global-research.